Vault-13

Madryn Asset Management, LP

NEW YORK, NY · CIK 1787423 · 13F filing filed 2026-08-19

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$36.9m reported value +8.2% vs Q1 2026
2positions
100.0%in top 10
0 new 1 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NEURONETICS INC COM STIM STIM 18,540,488 $24.1m65.29% 65.29% AddedShares held: Q3 2025 —, Q4 2025 18.5m, Q1 2026 18.5m, Q2 2026 18.5m +64.6k +64,595 0.3%
2 OMADA HEALTH INC COM OMDA OMDA 583,800 $12.8m34.71% 34.71% UnchangedShares held: Q3 2025 —, Q4 2025 583.8k, Q1 2026 583.8k, Q2 2026 583.8k

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
VENUS CONCEPT INC VERO · 13D · filed 2026-03-30 VERO 100.0% +9.0 pts 13D 2026-03-30
NEURONETICS INC STIM · 13D · filed 2026-03-04 STIM 30.3%≈ $27.0m -1.1 pts 13D 2026-03-04